Simon Bowers

Private Wealth Portfolio Manager
Investment Planning Counsel

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)

Private Wealth Portfolio Manager

Services Offered in RI
  • Will & Estate planning
  • Investment management
  • Succession planning
  • Charitable giving
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Other

Provinces Licensed In
  • Prince Edward Island
  • Quebec
  • Saskatchewan
  • Yukon
  • Alberta
  • British Columbia
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Northwest Territories
  • Nova Scotia
  • Nunavut
  • Ontario